Navigation: History in GEM >
Exceptions checkboxes
Entry: User, checkboxes
F/M: Yes
Mnemonic: See below
Check any of the boxes under Exceptions to view GEM history items matching those items, as explained in detail below. You must also set up the Date and Tran Asof Date fields before items will be displayed in the GEM History list view after <Get History> is clicked.
NOTE
The GEM History list view only shows a limited amount of data, so if too much data is being displayed, you may want to limit what is displayed in this list view. The best way to limit what is displayed is by checking or unchecking some of the Exceptions or Other checkboxes.
For example, if your search results keep returning every instance of when the User Options were changed, but not showing very many exception item changes, uncheck the User Options box and click <Get History>. You'll see that the User Options records are no longer displayed in the list view. |
See the following definitions of the Exception checkboxes.
Field |
Description |
---|---|
Fee Charged (EIFEED) |
Check this box if you want exception items that have had a fee charged to be displayed in the GEM History list view. Fees are charged to exception items through the GOLD Services > GOLD ExceptionManager > Process Exception Items screen. |
Host Posted (EIHPST) |
Check this box if you want exception items that have been host posted to be displayed in the GEM History list view. Host posted indicates that the exception items were automatically posted by the host. These types of posts usually do not include any fees. |
No Action
|
Check this box if you want exception items that have had no action take on them yet to be displayed in the GEM History list view. Actions on exception items include posted, charged a fee, returned, etc., as explained in the Actions help on the GOLD Services > GOLD ExceptionManager > Process Exception Items screen. |
Posted (EIPSTD) |
Check this box if you want exception items that have been posted to be displayed in the GEM History list view. Posted means the exception item was posted to the account according to the reason for the exception item. |
Returned (EIRETD) |
Check this box if you want exception items that have been returned to be displayed in the GEM History list view. Exception items can either be returned using the Process Exception Items screen or the Create Returns screen. |
View Exceptions (EIISRC) |
Check this box if you want to view exception items in the GEM History list view. If this box is not checked, the Exception Items Only fields are disabled. |